Tabatha W. Email & Phone Number

Charlotte, NC, US

Bloomfield, CT, US

New York, NY, US

• Providing strategic support for insurance and escalation servicing for special clientgroups; project management for implementations, business development forproducts including Health, Dental, Life, Accident/Disability.
• Working closely with Affinity clients to analyze, recommend and coordinatemulti-state insurance benefit offerings; ensuring competitive and costeffectivecoverage options, managing portability and conversion.
• Partner with Account Executives to secure lines of business with“association” groups, identifying leads/prospects, researching client groupsand securing census data for new potential clients.
• Analyzing coverage trends, metrics and experience to access and anticipaterisks; partnering with Plan Sponsors to develop recommendations andsolutions.
• Providing plan oversight and auditing responsibilities including 5500preparation, non-discrimination testing and compliance assistance to plans.
• Assisting clients with enrolling new participants in coverage, EDI filepreparation, liaising with Underwriting, Sales, Marketing and Compliance toensure plans are administrated properly.

New York, NY, US

Transition Solutions provides conversion and portability services to a select portfolio of group life customers. The value-add service assist employees with making informed decisions during life event changes. As the Program Relationship Consultant, responsibilities include the review, acceptance, or denial into the Transition Solutions program; based on.

US

• Managing and maintaining benefit broker and client relations for approx. 125 accounts exceeding $6M in annualized premiums; overseeing implementations, complex issue resolution, communications, billing inquiries.
• Driving account management for new and established relationships with broker firm “Arthur J. Gallagher” for mutual client administration; planning supplemental insurance coverage and helpful services for client.
• Actively partnering with sales teams to generate new business by identifying leads, networking, and generating referrals. Conducting introductory meetings with employers to provide value-based insurance options.
• Managing 2 direct reports (Account Specialists) who provide account support services, reporting, and routine administration for accounts; leading their development, coaching, and performance evaluation as line manager.
• Producing a variety of ad hoc and periodic reporting including utilization, experience/loss, cost/revenue, billing, and collections. Actively responsible for premium payment reconciliations and securing collection.
• Preparing contract renewals for plans, submissions, rates and RFQs with a focus on long-term growth, client retention and customer satisfaction through good policy maintenance.

Hartford, Connecticut, US

• Leading Aetna’s sales, service and retention efforts for newly minted Supplemental/Voluntary insurance products; executing against tactical components of the account team’s business plans including customer.
• Responsible for partnering with employer/plan sponsors to identify, evaluate, develop and administer various voluntary insurance programs for employees/dependents including life, accident, cancer, hospitalization and.
• Actively monitoring the product utilization and coverage gaps to recommend additional plan design changes, opportunities to enhance coverage, increase limits, reduce risk and revenue generation for this emerging.
• Overseeing a client base of approx. 230 accounts with over $300,000 in annualized premiums; leading case installation, resolution of complex issues, generating benefits communications, and guiding renewal negotiations.
• Successfully achieved 97% retention rate within the multi-state territory, grooming relationships for future growth; Ranked Top Performer and selected as Top Talent Mentor to guide the development of account.

Bachelor Of Arts - Ba, Healthcare Management

Bachelor Of Science - Bs, Health/Health Care Administration/Management

Graduate Certificat, Human Resources Managemen